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iRhythm Holdings, Inc.（IRTC）与UiPath, Inc.（PATH）财务数据对比。点击上方公司名可切换其他公司
UiPath, Inc.的季度营收约是iRhythm Holdings, Inc.的2.0倍（$411.1M vs $208.9M），UiPath, Inc.净利率更高（48.4% vs 2.7%，领先45.7%），iRhythm Holdings, Inc.同比增速更快（27.1% vs 15.9%），UiPath, Inc.自由现金流更多（$25.1M vs $14.5M），过去两年iRhythm Holdings, Inc.的营收复合增速更高（25.8% vs 0.7%）
iRhythm Holdings是一家专注于心脏护理领域的数字医疗企业，开发可穿戴动态心脏监测设备及配套AI分析工具，主要服务美国市场的医疗机构与患者，帮助检测房颤等心律异常病症，为临床诊断提供可靠的数据支持。
UiPath是一家全球化软件企业，专注于开发人工智能、智能自动化及流程编排类软件，其产品支持用户搭建与调度AI代理，实现复杂业务流程、工作流的自动化运行，助力各行业客户提升运营效率、降低人力成本。
IRTC vs PATH — 直观对比
营收规模更大
PATH
是对方的2.0倍
$208.9M
营收增速更快
IRTC
高出11.2%
15.9%
净利率更高
PATH
高出45.7%
2.7%
自由现金流更多
PATH
多$10.6M
$14.5M
两年增速更快
IRTC
近两年复合增速
0.7%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $208.9M | $411.1M |
| 净利润 | $5.6M | $198.8M |
| 毛利率 | 70.9% | 83.3% |
| 营业利润率 | 1.1% | 3.2% |
| 净利率 | 2.7% | 48.4% |
| 营收同比 | 27.1% | 15.9% |
| 净利润同比 | 518.5% | 1966.2% |
| 每股收益（稀释后） | $0.18 | $0.37 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收IRTCPATH
| Q4 25 | $208.9M | $411.1M | ||
| Q3 25 | $192.9M | $361.7M | ||
| Q2 25 | $186.7M | $356.6M | ||
| Q1 25 | $158.7M | $423.6M | ||
| Q4 24 | $164.3M | $354.7M | ||
| Q3 24 | $147.5M | $316.3M | ||
| Q2 24 | $148.0M | $335.1M | ||
| Q1 24 | $131.9M | $405.3M |
净利润IRTCPATH
| Q4 25 | $5.6M | $198.8M | ||
| Q3 25 | $-5.2M | $1.6M | ||
| Q2 25 | $-14.2M | $-22.6M | ||
| Q1 25 | $-30.7M | $51.8M | ||
| Q4 24 | $-1.3M | $-10.7M | ||
| Q3 24 | $-46.2M | $-86.1M | ||
| Q2 24 | $-20.1M | $-28.7M | ||
| Q1 24 | $-45.7M | $33.9M |
毛利率IRTCPATH
| Q4 25 | 70.9% | 83.3% | ||
| Q3 25 | 71.1% | 82.2% | ||
| Q2 25 | 71.2% | 82.1% | ||
| Q1 25 | 68.8% | 84.8% | ||
| Q4 24 | 70.0% | 82.0% | ||
| Q3 24 | 68.8% | 80.0% | ||
| Q2 24 | 69.9% | 83.5% | ||
| Q1 24 | 66.3% | 86.8% |
营业利润率IRTCPATH
| Q4 25 | 1.1% | 3.2% | ||
| Q3 25 | -4.4% | -5.6% | ||
| Q2 25 | -10.0% | -4.6% | ||
| Q1 25 | -20.5% | 7.9% | ||
| Q4 24 | -2.5% | -12.2% | ||
| Q3 24 | -34.1% | -32.7% | ||
| Q2 24 | -15.5% | -14.8% | ||
| Q1 24 | -28.9% | 3.7% |
净利率IRTCPATH
| Q4 25 | 2.7% | 48.4% | ||
| Q3 25 | -2.7% | 0.4% | ||
| Q2 25 | -7.6% | -6.3% | ||
| Q1 25 | -19.3% | 12.2% | ||
| Q4 24 | -0.8% | -3.0% | ||
| Q3 24 | -31.3% | -27.2% | ||
| Q2 24 | -13.6% | -8.6% | ||
| Q1 24 | -34.6% | 8.4% |
每股收益（稀释后）IRTCPATH
| Q4 25 | $0.18 | $0.37 | ||
| Q3 25 | $-0.16 | $0.00 | ||
| Q2 25 | $-0.44 | $-0.04 | ||
| Q1 25 | $-0.97 | $0.09 | ||
| Q4 24 | $-0.03 | $-0.02 | ||
| Q3 24 | $-1.48 | $-0.15 | ||
| Q2 24 | $-0.65 | $-0.05 | ||
| Q1 24 | $-1.47 | $0.07 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $583.8M | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $152.7M | $1.9B |
| 总资产 | $1.0B | $2.9B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资IRTCPATH
| Q4 25 | $583.8M | $1.4B | ||
| Q3 25 | $565.2M | $1.4B | ||
| Q2 25 | $545.5M | $1.6B | ||
| Q1 25 | $520.6M | $1.6B | ||
| Q4 24 | $535.6M | $1.6B | ||
| Q3 24 | $522.0M | $1.7B | ||
| Q2 24 | $561.5M | $1.9B | ||
| Q1 24 | $569.1M | $1.9B |
股东权益IRTCPATH
| Q4 25 | $152.7M | $1.9B | ||
| Q3 25 | $121.9M | $1.7B | ||
| Q2 25 | $103.7M | $1.7B | ||
| Q1 25 | $86.7M | $1.8B | ||
| Q4 24 | $90.9M | $1.7B | ||
| Q3 24 | $71.8M | $1.8B | ||
| Q2 24 | $99.2M | $2.0B | ||
| Q1 24 | $90.3M | $2.0B |
总资产IRTCPATH
| Q4 25 | $1.0B | $2.9B | ||
| Q3 25 | $995.2M | $2.6B | ||
| Q2 25 | $964.0M | $2.6B | ||
| Q1 25 | $926.1M | $2.9B | ||
| Q4 24 | $931.4M | $2.7B | ||
| Q3 24 | $909.7M | $2.7B | ||
| Q2 24 | $919.2M | $2.8B | ||
| Q1 24 | $909.8M | $3.0B |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $26.2M | $28.3M |
| 自由现金流经营现金流 - 资本支出 | $14.5M | $25.1M |
| 自由现金流率自由现金流/营收 | 6.9% | 6.1% |
| 资本支出强度资本支出/营收 | 5.6% | 0.8% |
| 现金转化率经营现金流/净利润 | 4.70× | 0.14× |
| 过去12个月自由现金流最近4个季度 | $34.5M | — |
8季度趋势，按日历期对齐
经营现金流IRTCPATH
| Q4 25 | $26.2M | $28.3M | ||
| Q3 25 | $34.9M | $41.6M | ||
| Q2 25 | $27.7M | $119.0M | ||
| Q1 25 | $-7.9M | $146.1M | ||
| Q4 24 | $19.2M | $28.1M | ||
| Q3 24 | $24.3M | $46.4M | ||
| Q2 24 | $11.8M | $100.0M | ||
| Q1 24 | $-52.0M | $145.6M |
自由现金流IRTCPATH
| Q4 25 | $14.5M | $25.1M | ||
| Q3 25 | $20.1M | — | ||
| Q2 25 | $17.3M | $106.2M | ||
| Q1 25 | $-17.3M | $138.7M | ||
| Q4 24 | $12.4M | $23.2M | ||
| Q3 24 | $15.5M | $45.0M | ||
| Q2 24 | $3.4M | $98.8M | ||
| Q1 24 | $-61.8M | $141.8M |
自由现金流率IRTCPATH
| Q4 25 | 6.9% | 6.1% | ||
| Q3 25 | 10.4% | — | ||
| Q2 25 | 9.3% | 29.8% | ||
| Q1 25 | -10.9% | 32.7% | ||
| Q4 24 | 7.5% | 6.5% | ||
| Q3 24 | 10.5% | 14.2% | ||
| Q2 24 | 2.3% | 29.5% | ||
| Q1 24 | -46.8% | 35.0% |
资本支出强度IRTCPATH
| Q4 25 | 5.6% | 0.8% | ||
| Q3 25 | 7.7% | 0.0% | ||
| Q2 25 | 5.6% | 3.6% | ||
| Q1 25 | 5.9% | 1.7% | ||
| Q4 24 | 4.2% | 1.4% | ||
| Q3 24 | 6.0% | 0.4% | ||
| Q2 24 | 5.7% | 0.4% | ||
| Q1 24 | 7.4% | 0.9% |
现金转化率IRTCPATH
| Q4 25 | 4.70× | 0.14× | ||
| Q3 25 | — | 26.25× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 2.82× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 4.29× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
IRTC
| Commercial Payors | $111.7M | 53% |
| Centers For Medicare And Medicaid | $49.2M | 24% |
| Healthcare Institutions | $34.3M | 16% |
| Non Contracted Third Party Payors | $13.7M | 7% |
PATH
| Subscription Services | $247.6M | 60% |
| License | $150.0M | 36% |
| Professional Services And Other | $13.5M | 3% |
